California and Hawaii Licensed Advisor

Job Summary

A company is looking for a Sr. Regional Advisor Consultant for the Los Angeles and Hawaii markets.

Key Responsibilities

• Represent and drive sales of all products in assigned territory while building relationships with advisors
• Collaborate with internal teams to develop business plans and achieve regional sales goals
• Conduct training and presentations for financial advisors, providing investment solutions and market insights

Required Qualifications

• Bachelor's degree or equivalent work experience
• 3-5 years of experience in mutual fund/separate account wholesaling
• In-depth knowledge of mutual funds and separate accounts
• Proven ability to deliver effective sales presentations
• Series 7 and state securities agent registration or ability to obtain within a defined period